NewEdge Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

NewEdge Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.78M	Sell	67,988 -1,598	-2%	-$70.7K	0.01%	1046
2026 Q2	$3.06M	Buy	69,586 +2,863	+4%	+$126K	0.01%	995
2026 Q1	$2.72M	Sell	66,723 -6,225	-9%	-$261K	0.01%	948
2025 Q4	$2.94M	Buy	72,948 +9,156	+14%	+$377K	0.01%	881
2025 Q3	$2.69M	Sell	63,792 -620	-1%	-$25.9K	0.01%	870
2025 Q2	$2.67M	Buy	64,412 +9,046	+16%	+$371K	0.01%	803
2025 Q1	$2.32M	Sell	55,366 -4,135	-7%	-$172K	0.01%	796
2024 Q4	$2.42M	Buy	59,501 +10,219	+21%	+$442K	0.01%	755
2024 Q3	$2.2M	Buy	49,282 +5,960	+14%	+$251K	0.01%	747
2024 Q2	$1.66M	Buy	43,322 +14,078	+48%	+$530K	0.01%	839
2024 Q1	$1.16M	Sell	29,244 -76,866	-72%	-$2.99M	0.01%	937
2023 Q4	$4.14M	Sell	106,110 -5,397	-5%	-$194K	0.04%	413
2023 Q3	$3.8M	Buy	111,507 +19,259	+21%	+$713K	0.04%	394
2023 Q2	$3.48M	Buy	92,248 +11,390	+14%	+$420K	0.04%	411
2023 Q1	$3.02M	Buy	80,858 +7,049	+10%	+$271K	0.04%	413
2022 Q4	$1.8M	Buy	73,809 +9,211	+14%	+$340K	0.05%	346
2022 Q3	$2.33M	Buy	64,598 +14,699	+29%	+$616K	0.04%	388
2022 Q2	$2.04M	Buy	49,899 +29,585	+146%	+$1.32M	0.03%	431
2022 Q1	$981K	Sell	20,314 -29,611	-59%	-$1.39M	0.02%	649
2021 Q4	$2.59M	Buy	49,925 +9,066	+22%	+$436K	0.04%	379
2021 Q3	$1.82M	Buy	40,859 +27,196	+199%	+$1.26M	0.04%	343
2021 Q2	$606K	Buy	+13,663	New	+$586K	0.02%	683
2020 Q4	–	Sell	-18,709	Closed	-$659K	–	1083
2020 Q3	$659K	Buy	18,709 +4,858	+35%	+$173K	0.02%	485
2020 Q2	$482K	Buy	+13,851	New	+$468K	0.02%	543

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors's XLRE Position: Q3 2026 in Review

NewEdge Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.3% in Q3 2026, selling an estimated $70.7K and leaving 67,988 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #1046.

NewEdge Advisors first reported a position in XLRE in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.14M in Q4 2023. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

NewEdge Advisors held 67,988 shares of State Street Real Estate Select Sector SPDR ETF worth $2.78M as of Q3 2026.
NewEdge Advisors sold 1,598 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $70.7K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1046 holding.
NewEdge Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
NewEdge Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.14M in Q4 2023.
668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.